FALZX Mutual Fund

FALZX Mutual Fund

NAV$9.90
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Returns Overview

1 Month
+2.94%
3 Months
-1.65%
6 Months
-1.90%
YTD
-1.14%
1 Year
-0.82%
3 Years (annualized)
+4.85%
5 Years (annualized)
-0.03%
10 Years (annualized)
+1.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FALZX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
-1.14%
Peer Avg (YTD)
-0.87%
vs Peers
-0.27%

FALZX Mutual Fund Performance

FALZX performance across multiple time periods: 1-month 2.94%, YTD -1.14%, 1-year -0.82%, 3-year 4.85%, 5-year -0.03%, 10-year 1.40%.

FALZX returns trail the peer average of -0.87% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

FALZX vs another fund shows side-by-side returns. FALZX alternatives are available in the Mutual Fund Screener.